month end close support
What does ollie do?
The Month-End Close is for business owners who don’t want loose ends following them into a new month. It’s a dedicated reset where we wrap up what’s open, clean up what’s messy, and make sure your systems actually reflect the work you just did.
This service focuses on closing out leads, organizing and aligning tools like ClickUp, Google Drive, and Canva, and reviewing how your time was spent so you’re not guessing what moved the needle. Instead of carrying unfinished tasks, scattered files, or outdated data forward, you start the next month knowing exactly where things stand and what deserves your attention.
Think of it as a monthly exhale, your backend handled, your progress accounted for, and your next steps easier to see.
The Systems Reset is a done-for-you solution that helps busy business owners organize projects, streamline deadlines, and set up workflows so you can finally focus on growth (and start delegating with confidence).
Right now your business is being run off sticky notes, Google docs, or a dusty project management tool. Deadlines are slipping through the cracks, clients are waiting too long for responses, and you’re spending hours putting out fires.
Imagine having…
✅ Every project and deadline organized in one place.
✅ A clear client journey that makes working with you feel seamless.
✅ Simple automations taking care of repetitive admin + marketing tasks.
✅ A system your team can use (so delegation feels easy, not stressful).
✅ A CEO dashboard so you can see exactly what’s happening—without digging.
That’s what The Systems Reset delivers.
how it works
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Brain Dump & Dreamy VIsion
We kick off with a 90-minute strategy session where we audit your current projects, systems, and client journey. Then we talk about your dream ecosystem and what that looks like for you.
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Done-For-You System Reset
I’ll set up or optimize your system of choice (ClickUp, Dubsado, or HoneyBook). We’ll get your projects, deadlines, and client journey streamlined so you can actually breathe.
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Delegation & CEO Dashboard
I’ll create a delegation framework for your team, plus a custom CEO dashboard so you can quickly see progress, priorities, and fire alarms.
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Support & Next Steps
You’ll get 2 weeks of support for tweaks, questions, and training. You’ll also receive a personalized plan for ongoing support (if you’d like me to step in as your Online Business Manager).
Who is the systems reset for?
The Systems Reset is perfect if you are:
A business owner juggling multiple projects and deadlines
Tired of managing everything yourself without a clear system
Ready to delegate, but don’t know where to start
Using tools like ClickUp, Dubsado, or HoneyBook—but not getting the most out of them
Growing fast and need your backend to catch up
Have a smaller project? Let’s chat!
Timeline: 3-4 Weeks
Investment starting at: $1475
What you walk
away with
90-Min Strategy & Systems Audit
Customized system setup/optimization
(ClickUp, Dubsado, HoneyBook or other)
Streamlined project + deadline tracker
Custom video walkthrough and training for team members
2 weeks of post-project support via slack
Timeline: 3-4 Weeks
Investment starting at: $1475
WHAT THEY’RE SAYING
I can't speak highly enough about my experience with Ollie Marketing! Their team helped me design an order fulfillment tracking workflow in ClickUp that has transformed the way I manage my small business. Thanks to their expert guidance, I can now stay organized and on top of my orders with ease. The efficiency I've gained has not only saved me time but also reduced my stress. I highly recommend Ollie Marketing to anyone looking to streamline their operations and enhance their business processes!